TRIRX vs. VIGIX
TRIRX (Nuveen Large Cap Growth Index Fund Retirement Class) and VIGIX (Vanguard Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds - TRIRX tracks the Russell 1000 Growth Index while VIGIX tracks the CRSP US Large Cap Growth Index. Both are passively managed. Over the past 10 years, TRIRX returned 18.37%/yr vs 18.40%/yr for VIGIX. With a 0.99 correlation, they move nearly in lockstep. TRIRX charges 0.30%/yr vs 0.04%/yr for VIGIX.
Performance
TRIRX vs. VIGIX - Performance Comparison
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Returns By Period
In the year-to-date period, TRIRX achieves a 8.46% return, which is significantly lower than VIGIX's 10.83% return. Both investments have delivered pretty close results over the past 10 years, with TRIRX having a 18.37% annualized return and VIGIX not far ahead at 18.40%.
TRIRX
- 1D
- -0.37%
- 1M
- 7.06%
- YTD
- 8.46%
- 6M
- 7.74%
- 1Y
- 26.98%
- 3Y*
- 25.18%
- 5Y*
- 15.71%
- 10Y*
- 18.37%
VIGIX
- 1D
- -0.28%
- 1M
- 7.55%
- YTD
- 10.83%
- 6M
- 10.12%
- 1Y
- 29.46%
- 3Y*
- 26.47%
- 5Y*
- 15.72%
- 10Y*
- 18.40%
TRIRX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | 8.46% | 18.13% | 32.98% | 42.30% | -29.41% | 27.32% | 38.06% | 35.98% | -1.91% | 28.50% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 10.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Correlation
The correlation between TRIRX and VIGIX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2002 | 0.99 |
The correlation between TRIRX and VIGIX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
TRIRX vs. VIGIX — Risk / Return Rank
TRIRX
VIGIX
TRIRX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TRIRX | VIGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.33 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.85 | -0.13 |
| Martin ratioReturn relative to average drawdown | 5.73 | 6.49 | -0.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRIRX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.92 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.71 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.86 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.47 | +0.17 |
Drawdowns
TRIRX vs. VIGIX - Drawdown Comparison
The maximum TRIRX drawdown since its inception was -51.49%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for TRIRX and VIGIX.
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Drawdown Indicators
| TRIRX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -56.95% | +5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.32% | -16.51% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.38% | -23.03% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -35.62% | +2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -35.62% | +2.80% |
Current DrawdownCurrent decline from peak | -0.37% | -0.28% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -16.28% | +9.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 4.68% | +0.20% |
Volatility
TRIRX vs. VIGIX - Volatility Comparison
The current volatility for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) is 3.31%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 3.62%. This indicates that TRIRX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRIRX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.62% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.60% | 12.10% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 15.87% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.48% | 22.35% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.09% | 21.59% | -0.50% |
TRIRX vs. VIGIX - Expense Ratio Comparison
TRIRX has a 0.30% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Dividends
TRIRX vs. VIGIX - Dividend Comparison
TRIRX's dividend yield for the trailing twelve months is around 3.83%, more than VIGIX's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | 3.83% | 4.15% | 3.00% | 1.67% | 10.58% | 8.44% | 1.69% | 2.13% | 3.69% | 0.68% | 1.09% | 1.31% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.37% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Frequently Asked Questions
With a correlation of 0.99, TRIRX and VIGIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VIGIX has higher volatility (3.62%) compared to TRIRX (3.31%). In terms of maximum drawdown, TRIRX dropped -51.49% vs VIGIX's -56.95%.
VIGIX currently has the higher Sharpe Ratio (1.92 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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